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Root Financial Partners’s Freshworks FRSH Stock Holding History

Root Financial Partners’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145 Sell
18
-201
-92% -$1.85K ﹤0.01% 3219
2025
Q4 		$2.68K Buy
219
+65
+42% +$768 ﹤0.01% 1933
2025
Q3 		$1.81K Buy
+154
New +$2.07K ﹤0.01% 1970

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VPM
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PXPO
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WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's FRSH Position: Q1 2026 in Review

Root Financial Partners reduced its Freshworks (FRSH) stake by 92% in Q1 2026, selling an estimated $1.85K and leaving 18 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

Root Financial Partners first reported a position in FRSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.68K in Q4 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Root Financial Partners held 18 shares of Freshworks worth $145 as of Q1 2026.
  • Root Financial Partners sold 201 Freshworks shares in Q1 2026, an estimated $1.85K.
  • Freshworks made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3219 holding.
  • Root Financial Partners first reported a position in Freshworks in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Freshworks position peaked at $2.68K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.